HighTower Advisors

HighTower Advisors Portfolio holdings

AUM $88.1B
1-Year Est. Return 17.71%
This Quarter Est. Return
1 Year Est. Return
+17.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$11.2B
AUM Growth
+$729M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,256
New
Increased
Reduced
Closed

Top Buys

1
+$27.4M
2
+$17.4M
3
+$16M
4
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$14.6M
5
SCL icon
Stepan Co
SCL
+$13.1M

Top Sells

1
+$99.5M
2
+$14.5M
3
+$14.3M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$11M
5
IBDO
iShares iBonds Dec 2023 Term Corporate ETF
IBDO
+$10.7M

Sector Composition

1 Technology 9.91%
2 Healthcare 9.87%
3 Financials 8.65%
4 Industrials 8.2%
5 Consumer Staples 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$4.41M 0.04%
90,220
+3,412
502
$4.4M 0.04%
33,035
+5,581
503
$4.37M 0.04%
63,140
-5,080
504
$4.32M 0.04%
129,223
-9,674
505
$4.32M 0.04%
80,626
+674
506
$4.32M 0.04%
78,159
+2,976
507
$4.32M 0.04%
74,114
+4,811
508
$4.32M 0.04%
43,056
+2,470
509
$4.31M 0.04%
143,442
+17,862
510
$4.28M 0.04%
151,993
+1,552
511
$4.24M 0.04%
3,557
-49
512
$4.23M 0.04%
352,809
-38,549
513
$4.2M 0.04%
316,896
-40,901
514
$4.19M 0.04%
175,146
+132,228
515
$4.19M 0.04%
105,519
+33,038
516
$4.18M 0.04%
90,666
+8,137
517
$4.17M 0.04%
116,980
+13,296
518
$4.17M 0.04%
168,871
+148,602
519
$4.17M 0.04%
8,603
+1,085
520
$4.16M 0.04%
49,355
+16,673
521
$4.15M 0.04%
80,361
+105
522
$4.15M 0.04%
294,057
+2,591
523
$4.13M 0.04%
118,442
+110,105
524
$4.13M 0.04%
243,615
-4,191
525
$4.13M 0.04%
57,005
+3,247
19 20
21
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